George Kaluhiokalani

Managing Director
Photo of Pasadena Private Wealth Team Member George Kaluhiokalani

Designations & Licenses
CFP®

George brings over three decades of distinguished leadership in wealth management and financial services to his role as Managing Director at Pasadena Private Wealth where he oversees the Hawaii market.

 

His career began in 1985 in San Jose, California, as a Financial Advisor specializing in tax and financial planning for high-net-worth clients. After earning his Certified Financial Planner (CFP) designation in 1988, George was recruited by Fidelity Investments in 1991 to establish their Honolulu office. His exceptional performance earned him recognition as one of Fidelity’s top Financial Advisors for multiple years before his promotion to Branch Manager of the Honolulu office in 1995.

 

In 1999, George joined Merrill Lynch as Sales Manager for their Honolulu office. His leadership and strategic vision led to his promotion to Market Executive for the Pacific Islands in 2005 where he oversaw both the Institutional and Private Client offices throughout Hawaii and Micronesia. During his tenure, he was distinguished as one of Merrill Lynch’s top 30 managers nationwide.

 

Since joining Pasadena Private Wealth in 2022, George has focused on expanding the firm’s presence in Hawaii while delivering comprehensive wealth management solutions to sophisticated clients.

 

A graduate of Brigham Young University with a B.S. in Finance, George maintains a strong commitment to community service. He has served on the Board of Directors for several prominent organizations, including the Honolulu Symphony, American Heart Association, and Boy Scouts of America. He currently helps lead a young single adult program which focuses on their personal, social, intellectual and spiritual growth. He is also a member of the Financial Planning Association of Hawaii.

 

George resides in Kaneohe, Hawaii, with his wife Manao. They have four adult children. When not serving clients, he enjoys skiing and golf.

Skip to content